Agency Training & Development Associate jobs in United States
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COUNTRY Financial® · 6 hours ago

Agency Training & Development Associate

COUNTRY Financial is dedicated to enriching lives in the communities they serve. The Agency Training & Development Associate supports the onboarding experience for new insurance agents and financial advisors, ensuring a smooth transition into the company's learning environment and ongoing development support.

Insurance

Responsibilities

Supports the candidate experience from recruitment through onboarding by serving as the primary point of contact, coordinating all onboarding tasks, verifying licensing, completing LMS steps, and aligning with internal recruiting and training teams
Coordinates training onboarding and learning enrollment by registering new hires for required programs, guiding them in the LMS, monitoring learning progress and compliance, and supporting early milestone achievement
Provides ongoing learning and development support through LMS administration (courses, profiles, transcripts), answering training inquiries across all formats, generating completion reports, and assisting reps, rep team members and district leaders
Resolves onboarding and training issues by troubleshooting process and system challenges, managing IT tickets, maintaining documentation, and ensuring quality and consistency across workflows
Acts as a liaison between new insurance agents, financial advisors, rep team members, district leaders and home office teams to ensure a seamless and supported onboarding and learning experience

Qualification

LMS administrationTroubleshootingProcess improvementRelationship buildingMicrosoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointCommunication skills

Required

Typically requires 1+ years of relevant experience
Comfort building positive working relationships with financial representatives, district leaders, and internal partners to support their onboarding and training experience
Willingness to identify opportunities to streamline workflows, improve the rep experience, and recommend simple enhancements to existing processes
Clear, professional verbal and written communication skills to support the field, answer questions, and explain training and onboarding steps or system processes
Ability to troubleshoot issues, gather information, and work with the right partners to resolve training or system‑related challenges
Familiar with Outlook, Teams, Word, Excel, and PowerPoint for communication, reporting, scheduling, and documentation

Benefits

Insurance benefits (medical, dental, vision, disability, and life)
401(k) with company match

Company

COUNTRY Financial®

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COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Jacobs
Chief Executive Officer
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Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
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Company data provided by crunchbase